Strategy question

Should DoorDash expand into grocery subscription services?

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What this question tests

Market entry judgment: weighing a new vertical against DoorDash's existing assets and competition from Instacart and Amazon Fresh.

How to approach it

  1. Frame the decision: expand DashPass into a grocery specific tier, or launch a standalone offering.
  2. Assess DoorDash's advantage: existing delivery network and merchant relationships versus Instacart's grocery picking expertise.
  3. Size the opportunity roughly, using grocery delivery frequency versus restaurant frequency as an assumption to test.
  4. Weigh competitive risk since Instacart and Amazon Fresh are entrenched, so entry needs a clear wedge like bundling with DashPass.
  5. Recommend a path: pilot a grocery subscription tier bundled into DashPass in a few markets before a full build out.

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